Savings Accumulation  
If you currently have a savings plan in place, it’s important to know how much money you are on track to accumulate. As the saying goes, if you don’t know where you’re going, any road will take you there. Regardless of whether you’re saving for a long-term goal such as retirement or for a short-term goal such as a family vacation, it’s important to have a dollar figure in mind. This calculator is designed to help you estimate the future value of your current savings.
     

Total value of current savings: (Consider your bank accounts, savings accounts, investments, and other liquid funds. In general, do not include pension plans and home equity.)

$

Anticipated additional savings each year: (Push yourself to be a disciplined saver, but be realistic. If you set your expectations too high and fail, you’ll only be hurting yourself.)

$

How many years do you have to save? (Write down an appropriate time frame for you to pursue your savings goal.)

What after-tax return do you expect on your investments (0 to 10 percent)? (Estimate the return on investments based on the time frame and the investment vehicles used for a particular savings goal. Remember to adjust for taxes.)

%
 
   
   
McCabe Investment Advisory
5714 N. Little Falls Road, #100 • Arlington,, VA • 22207
Phone: 703-536-3100
Toll Free: 800-292-2159		 • Fax: 703-241-1182
• mccabe@mccabeinvestment.com

Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC.

5714 N. LITTLE FALLS ROAD ARLINGTON VA 22207

 We are licensed to sell Insurance Products in the following states:  DC, Maryland and Virginia

We are registered to sell Securities in the following states:  Arizona, California, Colorado, Connecticut, DC, Delaware, Florida, Louisiana, Massachusetts, Maryland, Michigan, Montana, North Carolina, New Jersey, Nevada, New York, Ohio, Pennsylvania, South Carolina, South Dakota, Virginia, Washington and West Virginia

 

McCabe Investment Advisory and Multi-Financial Securities Corporation are not affiliated companies.

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in DC,MD,VA.

We are registered to sell Securities in AZ,CA,CO,CT,DC,DE,FL,LA,MA,MD,MI,MT,NC,NJ,NV,NY,OH,PA,SC,SD,VA,WA,WV.

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